Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Wirbiezcas is a financial professional with over a decade of experience in the industry. Ivan is currently registered with Equitable Advisors, LLC as a Registered Representative, and previously worked for MML Investors Services, LLC and NYLIFE Securities LLC. Ivan holds the Series 6, 7, 24, and 63 licenses and the SIE exam. Ivan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ivan is dedicated to providing personalized financial guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
05/03/2022 - Present
Equitable Advisors, LLC (TAMPA FL)
FL
03/24/2020 - 05/06/2022
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
07/09/2012 - 03/12/2020
NYLIFE SECURITIES LLC (TAMPA FL)
BC
Issued 07/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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